Avantax Planning Partners, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
431
Total Value
2824731023
Accession Number
0001085146-25-002418
Form Type
13F-HR
CIK
0001005441
Manager Name
Avantax Planning Partners, Inc.
Data Enrichment
74% identified
318 identified113 unidentified

Holdings

431 positions
Manager:
SEC
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Page 8 of 22
GENUINE PARTS CO
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14204(-12.3%)
Value:
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26073(-11.1%)
Value:
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LINDE PLC
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3483(+8.0%)
Value:
$1.6B(+20.1%)
25434V724
25434V724
Shares:
37536(+2.6%)
Value:
$1.5B(+3.4%)
921946794
VYMI|921946794
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20946(-4.0%)
Value:
$1.5B(+4.2%)
WESBANCO INC
WSBC|950810101
Shares:
48473(+0.0%)
Value:
$1.5B(-4.8%)
464287408
IVE|464287408
Shares:
7563(-4.0%)
Value:
$1.4B(-4.1%)
Alphabet Inc.
GOOG|02079K107
Shares:
9192(+2.1%)
Value:
$1.4B(-16.2%)
46432F834
IXUS|46432F834
Shares:
20270(-2.1%)
Value:
$1.4B(+3.3%)
NETFLIX INC
NFLX|64110L106
Shares:
1513(+14.8%)
Value:
$1.4B(+20.1%)
464288802
464288802
Shares:
12240(+0.0%)
Value:
$1.4B(-5.5%)
78464A763
SDY|78464A763
Shares:
10254(+20.2%)
Value:
$1.4B(+23.5%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
12318(-1.1%)
Value:
$1.4B(-6.8%)
46436E858
46436E858
Shares:
59926(-0.3%)
Value:
$1.4B(+0.3%)
464287655
IWM|464287655
Shares:
6848(-4.8%)
Value:
$1.4B(-14.0%)
ROCKWELL AUTOMATION, INC
ROK|773903109
Shares:
5275(-0.1%)
Value:
$1.4B(-9.7%)
46436E866
46436E866
Shares:
57816(-2.9%)
Value:
$1.4B(-2.7%)
TARGET CORP
TGT|87612E106
Shares:
12926(+9.0%)
Value:
$1.3B(-15.8%)
46432F388
46432F388
Shares:
12521(+0.0%)
Value:
$1.3B(+1.0%)
3M CO
MMM|88579Y101
Shares:
9020(+4.5%)
Value:
$1.3B(+18.9%)